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VITAL INVESTMENT MANAGEMENT LLC
VITAL INVESTMENT MANAGEMENT LLC
LOVELAND, Colorado
·
1 registered advisor
·
CRD# 300811
SEC# 801-114889
0
970-776-3316
01
Firm Overview
AUM
$195M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VITAL INVESTMENT MANAGEMENT LLC
1 registered advisor
David E Eads
LOVELAND, Colorado
CRD# 6058093
05
Office Locations
LOVELAND, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. VITAL INVESTMENT MANAGEMENT LLC (CRD# 300811) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.